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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,274 | $49,177-64.9% | $79,466-78.3% | $64,173-73.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -5.78% | -1.16%-4.6pp | 718.28%-724.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,760 | $2,076+32.9% | $2,800-1.4% | $2,381+15.9% |
| Participant deferral / active EE | $3,402 | $2,821+20.6% | $3,704-8.1% | $3,470-1.9% |
| Admin fee / account holder | $230 | $3,839-94.0% | $5,104-95.5% | $4,887-95.3% |